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Leigh Price

Part Update Ledgers in Purchase Orders?

Posted By

If I have a purchase order with say 10 items on it - we may receive 5 today, then another 5 next week. However, i'm looking for a way i can update the purchase invoice against each delivery individually. At the moment i have to wait for all the purchase invoices to arrive and enter them in one go - but there can sometimes be weeks between receiving all the items. I can't hold back from receiving items in as they arrive as it will create problems when checking on stock levels.

I don't think there is a solution (apart from creating new purchase orders relating to what arrives in) but it would be great if there was.

  • Hi Leigh,
    It is possible to part deliver and create an invoice for that part delivery of the order.
    You would place the Purchase order on order > select amend deliveries > enter the amount to be delivered in the ‘this deliveryâ€Tm column (i.e. 5) > select deliver > this will part deliver the order.
    Then go to Update ledgers and it will allow to create a purchase invoice for the 5 delivered items. A week later you will then be able to deliver the remaining items and create another invoice for them.
    Thanks
    Dan
    Sage GB
  • Hi Dan,
    sorry.. i've not explained myself properly. I actually meant the scenario whereby we receive part of the delivery for instance today.. then we receive the balance in a few days - so now we have all goods received and the order complete. Then i want to update a purchase invoice with ONLY the first delivery - this is the bit that I can't do. So i have to wait for both purchase invoices to arrive and input them together?
  • Hi Leigh,

    When you choose the update ledgers option to post the invoice and it is showing the full amount, you can hit the edit button to change the quantity. This will leave the rest to update at a later date and show as 'Part' posted.

    Thanks

    Dan
    Sage GB

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